Prepare ClickMeeting materials for new deals
Keep the right presentation ready for every sales conversation.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Upload File
Tool to upload a new file to the file library. use when you need to add presentation or video files before scheduling or sharing.
Why this helps
Meeting materials are often uploaded only minutes before a demo.
- Prepare resources earlier
- Reduce pre-meeting rush
- Keep sales assets organized
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ClickMeeting in Notis.
- 2Create an automation named Deal Material Upload.
- 3Tell Notis to upload the specified file for each new deal's ClickMeeting workflow.
- 4Pick the New Deal Received trigger and choose a report channel.
- 5Test it with one real deal.
Questions about this workflow
Where does the file come from?
The source file and access must be available to Notis or named in your instruction.
Can it upload different files by deal?
Yes, when your instruction provides a clear selection rule and file source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Clickmeeting. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Clickmeeting actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conference
Tool to create a new conference. use when you need to schedule or start a meeting/webinar after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in your clickmeeting account. use when you need to add or pre-register an attendee before scheduling an event.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete Conference
Tool to delete a specific conference. use after confirming the conference is no longer needed.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Recording
Tool to delete a specific recording for a conference room. use when you need to remove an unwanted or outdated recording after confirming the conference and recording ids. deletion is irreversible.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete Recordings
Tool to delete all recordings for a conference room. use when you need to clear all saved recordings for a specific conference before archiving or reusing it.
Generate Autologin URL
Tool to generate an autologin url for a conference participant. use when you need to provide direct access to a conference room without separate login.
Generate Session PDF Report
Tool to generate a pdf report for a specific session. use when you need to download session analytics as a pdf file.
Get Chat Details
Tool to retrieve details of a specific chat session. use when you have the chat id and need its metadata and messages.
Connect any two apps with Notis in the middle.
Pipedrive and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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